Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| WISVX (WESTCORE SMALL-CAP VALUE DIVIDEND FUND WESTCORE SMALL-CAP VALUE DIVIDEND FUND-INSTITUTIONAL CLASS) | NA | -23.47% | -8.69% | -1.01% | 4.75% | NA | NA | 2.10% |
Data as of 09/25/2020, AR inception is 10/11/2007
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| WISVX (WESTCORE SMALL-CAP VALUE DIVIDEND FUND WESTCORE SMALL-CAP VALUE DIVIDEND FUND-INSTITUTIONAL CLASS) | 10/11/2007 | 09/25/2020 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -2.86 | -23.47 | -8.69 | -1.01 | 4.75 | NA | NA | 2.10 | -28.78 | 15.26 | -13.55 | -1.67 | 29.98 | -7.98 | 6.62 | 36.86 | 9.78 | -0.31 | 27.15 | 22.16 | -33.51 | -10.77 |
| Sharpe Ratio | NA | -0.65 | -0.41 | -0.11 | 0.19 | NA | NA | 0.05 | -0.76 | 0.99 | -0.95 | -0.19 | 1.79 | -0.54 | 0.51 | 2.86 | 0.68 | -0.01 | 1.23 | 0.61 | -0.77 | -1.61 |
| Standard Deviation(%) | NA | 42.13 | 27.21 | 23.19 | 20.67 | NA | NA | 25.13 | 48.71 | 14.03 | 15.73 | 12.09 | 16.57 | 14.88 | 13.07 | 12.87 | 14.43 | 28.98 | 22.07 | 36.06 | 44.84 | 26.70 |
| Draw Down(%) | NA | 45.78 | 50.89 | 50.89 | 50.89 | NA | NA | 60.51 | 45.78 | 10.30 | 25.97 | 10.82 | 10.45 | 11.79 | 9.86 | 4.99 | 10.24 | 24.56 | 17.26 | 34.86 | 50.08 | 13.43 |
| Yield(%) | 0.00 | 6.59 | 9.40 | 10.39 | 11.02 | 5.88 | 4.41 | 7.35 | 3.29 | 3.69 | 10.92 | 12.76 | 11.22 | 14.00 | 12.95 | 22.00 | 2.60 | 1.08 | 1.27 | 1.34 | 1.16 | 1.53 |
Data as of 09/25/2020, AR inception is 10/11/2007
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WISVX (WESTCORE SMALL-CAP VALUE DIVIDEND FUND WESTCORE SMALL-CAP VALUE DIVIDEND FUND-INSTITUTIONAL CLASS) |
-13.61%
Mar 2017 - Mar 2020 |
-5.37%
Mar 2015 - Mar 2020 |
3.17%
Mar 2010 - Mar 2020 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WISVX (WESTCORE SMALL-CAP VALUE DIVIDEND FUND WESTCORE SMALL-CAP VALUE DIVIDEND FUND-INSTITUTIONAL CLASS) |
29.82%
Feb 2009 - Feb 2012 |
24.92%
Feb 2009 - Feb 2014 |
14.45%
Feb 2009 - Feb 2019 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart